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Apple shares owned by SWAN Capital

Quarter-by-quarter ownership of Apple (AAPL) shares owned by SWAN Capital from 13F filings

Historical chart of SWAN Capital investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by SWAN Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by SWAN Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 12k 171.48
2023-09-30 $2.2M 13k 171.21
2023-03-31 $347k 2.1k 164.90

More positions owned by SWAN Capital

Vanguard World Inf Tech Etf (VGT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard World Utilities Etf (VPU)
Vanguard World Energy Etf (VDE)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for SWAN Capital

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Susquehanna International
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company

View all funds holding Apple